Profile

Broker Dealer

Broker CRD #

Recipient Name

Recipient CRD #

INVESTX MARKETS LLC
148248
DANIEL SAVOIE
5696391
INVESTX MARKETS LLC
148248
DANIEL BERNARD SAVOIE
5696391
Filings
Filing Date
Filing Type
Sales Commission
Estimate?
Finders' Fee
Estimate?
Commission/Fee Clarification
2026-07-13
D/A
$139,150.00
Yes
$0.00
Yes
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 5.75% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, THE GENERAL PARTNER MAY RECEIVE UP TO A 20% CARRIED INTEREST.
2026-06-29
D/A
$84,525.00
Yes
$0.00
Yes
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 5.75% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, THE GENERAL PARTNER MAY RECEIVE UP TO A 20% CARRIED INTEREST.
2026-06-18
D/A
$78,775.00
Yes
$0.00
Yes
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 5.75% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, THE GENERAL PARTNER MAY RECEIVE UP TO A 20% CARRIED INTEREST.
2026-06-10
D/A
$78,775.00
Yes
$0.00
Yes
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 5.75% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, THE GENERAL PARTNER MAY RECEIVE UP TO A 20% CARRIED INTEREST.
2026-06-01
D/A
$75,900.00
Yes
$0.00
Yes
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 5.75% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, THE GENERAL PARTNER MAY RECEIVE UP TO A 20% CARRIED INTEREST.
2026-04-24
D/A
$75,900.00
Yes
$0.00
Yes
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 5.75% OF THE INVESTOR-S COMMITMENT TO SUCH BROKER-DEALER. IN ADDITION, THE GENERAL PARTNER MAY RECEIVE UP TO A 20% CARRIED INTEREST.
2026-02-09
D/A
$113,310.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S CAPITAL CONTRIBUTION TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A THIRD OF THE CARRIED INTEREST.
2025-12-11
D
$102,060.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S CAPITAL CONTRIBUTION TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A THIRD OF THE CARRIED INTEREST.
2025-11-25
D/A
$165,150.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S CAPITAL CONTRIBUTION TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A CARRIED INTEREST OF 5%.
2025-10-09
D/A
$155,025.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S CAPITAL CONTRIBUTION TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A CARRIED INTEREST OF 5%.
2025-08-05
D/A
$302,135.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S CAPITAL CONTRIBUTION TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A CARRIED INTEREST OF 5%.
2025-05-08
D/A
$283,685.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S CAPITAL CONTRIBUTION TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A CARRIED INTEREST OF 5%.
2025-04-03
D/A
$251,105.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S CAPITAL CONTRIBUTION TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A CARRIED INTEREST OF 5%.
2025-03-14
D
$150,663.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S CAPITAL CONTRIBUTION TO SUCH BROKER-DEALER. IN ADDITION, SELLING AGENTS MAY RECEIVE A CARRIED INTEREST OF 5%.
2025-03-13
D
$0.00
No
$57,825.00
Yes
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S COMMITMENT TO SUCH DEALER-BROKER. IN ADDITION, SELLING AGENTS AND REFERRING FIRMS MAY RECEIVE A CARRIED INTEREST OF 5.0%.
2025-03-06
D/A
$325,575.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S COMMITMENT TO SUCH DEALER-BROKER. IN ADDITION, SELLING AGENTS AND REFERRING FIRMS MAY RECEIVE A CARRIED INTEREST OF 5.0%.
2025-01-02
D/A
$0.00
No
$0.00
No
SELLING AGENTS AND REFERRING FIRMS MAY RECEIVE A CARRIED INTEREST OF 5.0%.
2025-01-02
D
$270,000.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S COMMITMENT TO SUCH DEALER-BROKER. IN ADDITION, SELLING AGENTS AND REFERRING FIRMS MAY RECEIVE A CARRIED INTEREST OF 5.0%.
2024-12-20
D/A
$0.00
No
$0.00
No
SELLING AGENTS AND REFERRING FIRMS MAY RECEIVE A CARRIED INTEREST OF 5.0%.
2024-12-20
D/A
$46,125.00
Yes
$0.00
No
THE ISSUER MAY REQUIRE INVESTORS BROUGHT BY A REGISTERED BROKER-DEALER TO PAY UP TO 4.5% OF THE INVESTOR-S COMMITMENT TO SUCH DEALER-BROKER. IN ADDITION, SELLING AGENTS AND REFERRING FIRMS MAY RECEIVE A CARRIED INTEREST OF 5.0%.
2024-12-16
D
$0.00
No
$0.00
No
SELLING AGENTS AND REFERRING FIRMS MAY RECEIVE A CARRIED INTEREST OF 5.0%.
2024-08-30
D/A
$448,293.00
Yes
$0.00
No
2024-06-20
D/A
$332,375.00
Yes
$0.00
No